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安姆科（AMCR）与欧文斯科宁（OC）财务数据对比。点击上方公司名可切换其他公司
安姆科的季度营收约是欧文斯科宁的2.5倍（$5.4B vs $2.1B）。安姆科净利率更高（3.2% vs -13.9%，领先17.2%）。安姆科同比增速更快（68.1% vs -24.6%）。欧文斯科宁自由现金流更多（$333.0M vs $282.0M）。过去两年安姆科的营收复合增速更高（26.4% vs -3.5%）
安姆科是全球知名的包装产品开发商、生产商与销售商，业务覆盖欧洲、北美、拉美、非洲及亚太地区，下设软包装与硬包装两大业务板块。软包装产品广泛应用于食品饮料、医药、生鲜、休闲食品、个人护理等领域，硬包装板块则为各类食品饮料提供刚性容器产品。
欧文斯科宁是美国知名建材及复合材料企业，1935年由康宁玻璃厂与欧文斯-伊利诺伊公司合资组建。主营保温材料、屋面材料、玻璃纤维复合材料及相关产品，是全球最大的玻璃纤维复合材料生产商，全球员工约1.9万人，自1955年《财富》500强榜单创立以来连年上榜。
AMCR vs OC — 直观对比
营收规模更大
AMCR
是对方的2.5倍
$2.1B
营收增速更快
AMCR
高出92.7%
-24.6%
净利率更高
AMCR
高出17.2%
-13.9%
自由现金流更多
OC
多$51.0M
$282.0M
两年增速更快
AMCR
近两年复合增速
-3.5%
损益表 — Q2 2026 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $5.4B | $2.1B |
| 净利润 | $177.0M | $-298.0M |
| 毛利率 | 19.1% | 23.2% |
| 营业利润率 | 6.1% | -10.5% |
| 净利率 | 3.2% | -13.9% |
| 营收同比 | 68.1% | -24.6% |
| 净利润同比 | 8.6% | -15.5% |
| 每股收益（稀释后） | $0.38 | $-3.47 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收AMCROC
| Q4 25 | $5.4B | $2.1B | ||
| Q3 25 | $5.7B | $2.7B | ||
| Q2 25 | $5.1B | $2.7B | ||
| Q1 25 | $3.3B | $2.5B | ||
| Q4 24 | $3.2B | $2.8B | ||
| Q3 24 | $3.4B | $3.0B | ||
| Q2 24 | $3.5B | $2.8B | ||
| Q1 24 | $3.4B | $2.3B |
净利润AMCROC
| Q4 25 | $177.0M | $-298.0M | ||
| Q3 25 | $262.0M | $-494.0M | ||
| Q2 25 | $-39.0M | $363.0M | ||
| Q1 25 | $196.0M | $-93.0M | ||
| Q4 24 | $163.0M | $-258.0M | ||
| Q3 24 | $191.0M | $321.0M | ||
| Q2 24 | $257.0M | $285.0M | ||
| Q1 24 | $187.0M | $299.0M |
毛利率AMCROC
| Q4 25 | 19.1% | 23.2% | ||
| Q3 25 | 19.6% | 28.2% | ||
| Q2 25 | 17.6% | 31.2% | ||
| Q1 25 | 19.6% | 28.7% | ||
| Q4 24 | 19.3% | 28.1% | ||
| Q3 24 | 19.7% | 29.8% | ||
| Q2 24 | 21.3% | 31.1% | ||
| Q1 24 | 20.3% | 29.6% |
营业利润率AMCROC
| Q4 25 | 6.1% | -10.5% | ||
| Q3 25 | 8.0% | -12.2% | ||
| Q2 25 | 1.7% | 18.4% | ||
| Q1 25 | 9.4% | 16.1% | ||
| Q4 24 | 9.2% | -8.5% | ||
| Q3 24 | 9.3% | 16.7% | ||
| Q2 24 | 11.2% | 16.4% | ||
| Q1 24 | 9.0% | 17.5% |
净利率AMCROC
| Q4 25 | 3.2% | -13.9% | ||
| Q3 25 | 4.6% | -18.4% | ||
| Q2 25 | -0.8% | 13.2% | ||
| Q1 25 | 5.9% | -3.7% | ||
| Q4 24 | 5.0% | -9.1% | ||
| Q3 24 | 5.7% | 10.5% | ||
| Q2 24 | 7.3% | 10.2% | ||
| Q1 24 | 5.5% | 13.0% |
每股收益（稀释后）AMCROC
| Q4 25 | $0.38 | $-3.47 | ||
| Q3 25 | $0.11 | $-5.92 | ||
| Q2 25 | $-0.06 | $4.25 | ||
| Q1 25 | $0.14 | $-1.08 | ||
| Q4 24 | $0.11 | $-2.92 | ||
| Q3 24 | $0.13 | $3.65 | ||
| Q2 24 | $0.18 | $3.24 | ||
| Q1 24 | $0.13 | $3.40 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $1.1B | $345.0M |
| 总债务越低越好 | $14.6B | $4.7B |
| 股东权益账面价值 | $11.6B | $3.9B |
| 总资产 | $37.0B | $13.0B |
| 负债/权益比越低杠杆越低 | 1.26× | 1.22× |
8季度趋势，按日历期对齐
现金及短期投资AMCROC
| Q4 25 | $1.1B | $345.0M | ||
| Q3 25 | $825.0M | $286.0M | ||
| Q2 25 | $827.0M | $230.0M | ||
| Q1 25 | $2.0B | $400.0M | ||
| Q4 24 | $445.0M | $361.0M | ||
| Q3 24 | $432.0M | $499.0M | ||
| Q2 24 | $588.0M | $254.0M | ||
| Q1 24 | $457.0M | $1.3B |
总债务AMCROC
| Q4 25 | $14.6B | $4.7B | ||
| Q3 25 | $12.8B | $4.7B | ||
| Q2 25 | $13.8B | $5.1B | ||
| Q1 25 | $8.6B | $5.0B | ||
| Q4 24 | $6.8B | $5.1B | ||
| Q3 24 | $7.2B | $5.0B | ||
| Q2 24 | $6.6B | $5.0B | ||
| Q1 24 | $7.1B | $2.6B |
股东权益AMCROC
| Q4 25 | $11.6B | $3.9B | ||
| Q3 25 | $11.7B | $4.4B | ||
| Q2 25 | $11.7B | $5.2B | ||
| Q1 25 | $3.9B | $4.9B | ||
| Q4 24 | $3.8B | $5.1B | ||
| Q3 24 | $3.9B | $5.6B | ||
| Q2 24 | $3.9B | $5.5B | ||
| Q1 24 | $3.9B | $5.2B |
总资产AMCROC
| Q4 25 | $37.0B | $13.0B | ||
| Q3 25 | $37.1B | $13.5B | ||
| Q2 25 | $37.1B | $14.5B | ||
| Q1 25 | $18.0B | $14.3B | ||
| Q4 24 | $16.2B | $14.1B | ||
| Q3 24 | $16.9B | $15.1B | ||
| Q2 24 | $16.5B | $15.0B | ||
| Q1 24 | $16.7B | $11.3B |
负债/权益比AMCROC
| Q4 25 | 1.26× | 1.22× | ||
| Q3 25 | 1.09× | 1.06× | ||
| Q2 25 | 1.18× | 0.98× | ||
| Q1 25 | 2.24× | 1.03× | ||
| Q4 24 | 1.81× | 1.01× | ||
| Q3 24 | 1.83× | 0.89× | ||
| Q2 24 | 1.70× | 0.92× | ||
| Q1 24 | 1.79× | 0.51× |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $503.0M | $590.0M |
| 自由现金流经营现金流 - 资本支出 | $282.0M | $333.0M |
| 自由现金流率自由现金流/营收 | 5.2% | 15.5% |
| 资本支出强度资本支出/营收 | 4.1% | 12.0% |
| 现金转化率经营现金流/净利润 | 2.84× | — |
| 过去12个月自由现金流最近4个季度 | $805.0M | $962.0M |
8季度趋势，按日历期对齐
经营现金流AMCROC
| Q4 25 | $503.0M | $590.0M | ||
| Q3 25 | $-133.0M | $918.0M | ||
| Q2 25 | $1.1B | $327.0M | ||
| Q1 25 | $117.0M | $-49.0M | ||
| Q4 24 | $428.0M | $676.0M | ||
| Q3 24 | $-269.0M | $699.0M | ||
| Q2 24 | $943.0M | $493.0M | ||
| Q1 24 | $150.0M | $24.0M |
自由现金流AMCROC
| Q4 25 | $282.0M | $333.0M | ||
| Q3 25 | $-371.0M | $752.0M | ||
| Q2 25 | $894.0M | $129.0M | ||
| Q1 25 | $0 | $-252.0M | ||
| Q4 24 | $330.0M | $479.0M | ||
| Q3 24 | $-414.0M | $558.0M | ||
| Q2 24 | $809.0M | $336.0M | ||
| Q1 24 | $37.0M | $-128.0M |
自由现金流率AMCROC
| Q4 25 | 5.2% | 15.5% | ||
| Q3 25 | -6.5% | 28.0% | ||
| Q2 25 | 17.6% | 4.7% | ||
| Q1 25 | 0.0% | -10.0% | ||
| Q4 24 | 10.2% | 16.9% | ||
| Q3 24 | -12.3% | 18.3% | ||
| Q2 24 | 22.9% | 12.0% | ||
| Q1 24 | 1.1% | -5.6% |
资本支出强度AMCROC
| Q4 25 | 4.1% | 12.0% | ||
| Q3 25 | 4.1% | 6.2% | ||
| Q2 25 | 4.3% | 7.2% | ||
| Q1 25 | 3.5% | 8.0% | ||
| Q4 24 | 3.0% | 6.9% | ||
| Q3 24 | 4.3% | 4.6% | ||
| Q2 24 | 3.8% | 5.6% | ||
| Q1 24 | 3.3% | 6.6% |
现金转化率AMCROC
| Q4 25 | 2.84× | — | ||
| Q3 25 | -0.51× | — | ||
| Q2 25 | — | 0.90× | ||
| Q1 25 | 0.60× | — | ||
| Q4 24 | 2.63× | — | ||
| Q3 24 | -1.41× | 2.18× | ||
| Q2 24 | 3.67× | 1.73× | ||
| Q1 24 | 0.80× | 0.08× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
AMCR
| Flexibles Segment | $3.2B | 59% |
| Rigid Packaging Segment | $2.3B | 42% |
OC
| Insulation | $724.0M | 34% |
| Residential | $625.0M | 29% |
| Doors | $427.0M | 20% |
| Discontinued Operations Disposed Of By Sale | $299.0M | 14% |
| Commercial And Industrial Sector | $101.0M | 5% |
